EdenTree Amity Short Dated Bond

EdenTree Amity Short Dated Bond fund is a high quality investment grade only bond fund, with its strategy built upon a “profit with principles” approach which is achieved by investing responsible in sustainable businesses.

Overview

Fund type: Asset class: Sector:
OEIC Bonds Investment grade

Fund Manager: Chris Hiorns & David Katimbo-Mugwanya

The fund is co-managed by Chris Hiorns and David Katimbo-Mugwanya, whom together have a significant number of years’ experience in the fixed income market.

David Katimbo-Mugwanya (left) joined EdenTree in 2015 and possesses over a decade of investment expertise across sovereigns, corporate debt and money markets. Along with a BSc in Economics from the University of Essex, David holds the IMC and is a CFA Charterholder. His previous experience at Epworth Investment Management saw him excel at managing portfolios for a diverse clientele via designated mandates and or bespoke solutions. He has co-managed the Amity Short Dated fund since launch.

 

Chris Hiorns (right) has worked at EdenTree since 1996 having gained an MSc in Economics from University College London. He started as an Investment Analyst before being appointed as Fund Manager in 2007. He has managed the Amity Balanced Fund for Charities since launch in 2011 and the Amity Sterling Bond Fund since 2008. He has been a CFA Charterholder since 2004. He has co-managed the Amity Short Dated fund since launch.

Fund Group: Edentree Investment Management

Edentree Investment Management is a subsidiary of the Ecclesiastical Insurance Group, a specialist financial services company specialising in church, charity and education insurance. The firm has over 30 years of track record in responsible investing, and manages £2.7 billion (as of October 2017). Edentree’s parent company, Ecclesiastical, will donate all of its distributable profit to charitable causes, amounting to £22.5m in 2014.